Meridian Wealth Partners’s Vertex VERX Stock Holding History

Meridian Wealth Partners’s Portfolio VERX Stock Details VERX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$193K	Sell	16,785 -1,668	-9%	-$20.8K	0.02%	125
2026 Q1	$219K	Buy	+18,453	New	+$287K	0.03%	108
2024 Q3	–	Sell	-125,291	Closed	-$4.52M	–	114
2024 Q2	$4.52M	Hold	125,291	–	–	0.8%	20
2024 Q1	$3.98M	Sell	125,291 -574	-0.5%	-$15.5K	0.72%	20
2023 Q4	$3.39M	Hold	125,865	–	–	0.65%	20
2023 Q3	$2.91M	Buy	+125,865	New	+$2.59M	0.61%	20
2023 Q2	–	Sell	-115,733	Closed	-$2.39M	–	99
2023 Q1	$2.39M	Buy	+115,733	New	+$1.78M	0.52%	21
2022 Q1	–	Sell	-11,128	Closed	-$177K	–	91
2021 Q4	$177K	Buy	+11,128	New	+$211K	0.04%	80
2021 Q3	–	Sell	-9,172	Closed	-$201K	–	82
2021 Q2	$201K	Buy	9,172 +488	+6%	+$9.91K	0.05%	76
2021 Q1	$191K	Buy	8,684 +4,081	+89%	+$127K	0.06%	73
2020 Q4	$160K	Hold	4,603	–	–	0.07%	71
2020 Q3	$106K	Buy	+4,603	New	+$112K	0.05%	90

Other funds holding VERX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TCM

Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Meridian Wealth Partners's VERX Position: Q2 2026 in Review

Meridian Wealth Partners reduced its Vertex (VERX) stake by 9% in Q2 2026, selling an estimated $20.8K and leaving 16,785 shares worth $193K. The position accounts for 0.02% of the portfolio, ranked #125.

Meridian Wealth Partners first reported a position in VERX in Q3 2020 and has held it in 12 quarters since. The position peaked at $4.52M in Q2 2024. 230 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

Meridian Wealth Partners held 16,785 shares of Vertex worth $193K as of Q2 2026.
Meridian Wealth Partners sold 1,668 Vertex shares in Q2 2026, an estimated $20.8K.
Vertex made up 0.02% of Meridian Wealth Partners's portfolio in Q2 2026, its #125 holding.
Meridian Wealth Partners first reported a position in Vertex in Q3 2020 and has held it in 12 quarters since.
Meridian Wealth Partners's Vertex position peaked at $4.52M in Q2 2024.
230 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.